6 Ways Attorneys Overcomplicate Estate Planning

Not all attorneys get into the legal business for the right reasons. Some even intentionally cross lines to inflate their bottom line at the expense of their clients. In this episode, we review 6 ways overcomplicating estates in the planning phase can lead to more money for the lawyers now and in the future.

These areas include:

  1. Types of estate allocations and distributions
  2. Splitting up the same essential duties among different agents
  3. Doubling or tripling (or more) the amount of paperwork
  4. Choosing the simpler documents to create more (billable) paperwork later
  5. Needlessly dragging more people into probate court than necessary
  6. Ignoring the details on the single best way to avoid court

 #probate #revocabletrust #estateplanningattorney #livingtrust #estateplan 

Watch the YouTube version here.

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